Comprehensive financial planning and asset management for individuals, families and business owners.

We provide our clients with personal attention, customized planning and sound financial guidance.

Our clients include individuals and families from many walks of life. About 50% are actively retired and the other 50% are 40 – 65 years old.

They all share a common goal – to achieve a secure financial future and retire with enough income to do what they want to do in retirement – spend quality time with friends and family, travel, play golf and participate in other hobbies and activities. Some come with many assets, others are in the process of building their portfolio.  We are pleased to serve them all.

We also work with business owners.  As business owners ourselves, we know it is challenging to think about savings strategies and retirement planning when you are running your business.  We can help.  There are many investment strategies that can help put more money in an owner’s pocket and reduce the tax burden.  Rewarding and retaining employees with a savings or profit sharing plan is another way to add value to the business.

 Your Personal Plan

Providing clients with personal attention, customized planning and sound financial guidance.

Services for Retirees

Services for Verizon Employees

With two decades of experience working with Verizon, we work with senior executives, managers and associates to make confident investment and retirement decisions. Learn more

Your Personal Plan

Living your life with financial confidence begins with your goals and a trusted advisor.

© 2020 MSA Financial. All rights reserved. Investment Advisor Representatives offer financial advice through MSA Financial. Registered Representatives offer securities through Securities America, Inc., Member FINRA/ SIPC. MSA Financial and Securities America, Inc. are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax advisor regarding your specific situation.

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